Assign a sequence to a user or a team

Before users or teams can use a sequence you create, you need to assign it to them. When you assign users and teams to a sequence, they get full permissions to view, edit, and delete the sequence.

Assign a sequence

1. Sign in to the Sales Hub app. In the lower-left corner of the page, go to Change area > Sales Insights settings.

2. Under Sales accelerator, select Sequences.

3. Select one or more sequences, and then select Assign.

   

4. In Assign Sequence, enter the following information:

   Parameter	Description
   Assign to	Select User or team to choose a user other than yourself or a team to assign to the sequence. Select Me to assign only yourself.
   User or team	Type the name of a user or a team. To assign the sequence to multiple users, create a team with the users as the members and then assign the sequence to the team.

   

5. Select Assign.

Can't find the feature in your app?

There are a few possibilities:

• You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
• You don't have the necessary security role to use this feature.
  • To configure or setup a feature, you need to have the Administration and customization roles
  • To use sales-related features, you need to have the Primary sales roles
  • Some tasks require specific Functional roles.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Related information

Create and activate a sequence